Filed January 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $359,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,900 | $115,744+21.7% | $100,378+40.4% | $199,921-29.5% |
| Participation rate | 98.9% | 85.7%+13.2pp | 81.5%+17.4pp | 72.0%+26.9pp |
| Annual return | 19.40% | 17.79%+1.6pp | 49.41%-30.0pp | 34.28%-14.9pp |
| Employer contribution / active EE | $9,321 | $3,657+154.8% | $3,942+136.4% | $3,035+207.1% |
| Participant deferral / active EE | $17,373 | $9,844+76.5% | $8,087+114.8% | $5,089+241.4% |
| Admin fee / account holder | $75 | $93-19.7% | $7,899-99.1% | $269-72.3% |